Get in shape - Events

The 2021 Get In Shape Advice Summits were held in Wellington and Auckland in February 2021, with a live digital stream on 11 February. Christchurch and Dunedin events were postponed to April 2021 due to Covid-19 Alert Levels. We ran a complimentary bonus webinar ahead of the 15 March 2021 transition to FSLAA.

Welcome from Minister Clark

Hon Dr David Clark, Minister for Commerce and Consumer Affairs, opened the Advice Summits series in Wellington. Hear what the Minister had to say in his welcome and also the Q&A session with Financial Services Council CEO Richard Klipin.

Welcome from FSC Chair Rob Flannagan & FSC CEO Richard Klipin

An introduction and setting the scene for the Get In Shape Advice Summits 2021.

Embedding the changes in the New Zealand Advice Sector

Session 2 of the Get In Shape Summits 2021 was an update session on the Financial Services Legislation Amendment Act (FSLAA), Conduct of Financial Institutions Review (CoFI) and consumers. Attendees heard directly from the key players driving, leading and implementing the new regulations in this panel.

In the spotlight: Launch of FSC Financial Adviser Research

Attendees found out more about the Financial Services Council latest research Unlocking the Potential of Financial Advice which was launched by Richard Klipin, CEO, Financial Services Council.

Financial Literacy, Financial Capability & Financial Advice

Session 3 of the Get In Shape Advice Summits 2021 looking at what should we do differently as a sector? Our panel looked at how the sector can work together and create opportunities to improve consumer capabilities and experiences in seeking financial advice.

Helping New Zealand’s advisers to grow – tools, tips and insights

Looking to develop your advice practice? In this positive and uplifting session, Kate McCallum and Julia Newbould talked to the FSC’s Clarissa Hirst about their book The Joy of Money and give their expert tips on how advisers can bring more joy into the lives of their clients.

Storytelling, building trust & connecting with your clients

Part 2 of Session 4 of the Get In Shape Advice Summits 2021 was an interactive session with director Baz Caitcheon explaining the simplicity of capturing and editing footage from your mobile to create corporate promotional videos and customer stories.

Licensing, Disclosure and Advice Masterclass

A practical workshop style masterclass delivered to help attendees improve business governance and compliance. The session provided practical examples, compliance tips, process templates and reiterated what it really means to run an adviser business. The masterclass was led by Mark Banicevich and featured specialists from the 2020 Get In Shape webinar series who helped attendees navigate the masterclass.

Get In Shape 2021 welcome video

A video wrap from 2020 Get In Shape Advice Summits and welcome to the 2021 series.

Get in Shape 2021 Programme

The full programme with details of the speakers in each session.

A huge thank you to our speakers, marketplace stallholders and everyone that joined us at the Advice Summits. It was amazing to see so many of the advice community coming together for a rare face to face event in Auckland and Wellington and to have the ability to so quickly pivot and offer a bonus online session for the Christchurch and Dunedin audience.

Thank you to those who attended the Christchurch and Dunedin events in person in April. We appreciate your patience with the change in event dates and hope you were able to attend the bonus online session as well as the postponed event dates in April. We are looking forward to the exciting future of financial advice in New Zealand following the introduction of the new regime.

The financial advice community made up nearly half of the 600+ Delegates across Wellington, Auckland, Christchurch and Dunedin. Attendees rated the events 4 out of 5 stars and the session speakers at over 4.25 out of 5 stars.

The Masterclass - 'Licensing, Disclosure and Advice' - was also a huge success with over three quarter of the delegates attending the optional session and rating it as a preferred session.

Watch the summit wrap video to find out more, and if you missed the summit or want to refresh yourselves of the content, you can catch-up through the videos and presentations linked below.

Find out more about preparing for the move from transitional licensing to full licensing at the Professional Advice Knowledge Hub now that the new financial advice regime is live as of 15 March 2021.

View the full wrap document.

What did you enjoy most?

Really enjoyed the movie making session, but also all the content was uplifting and positive ... appreciated that
Interacting with real people, not digitally
Hearing others concerns & the MP update
It was all useful and informative. I think the skilful facilitation of sessions and great MC contributed a lot. The various presenters were all terrific.
The clear and concise directions of the speakers as to the new regime
I think you guys have got things covered here, including tickets being texted the day before with the link, it was super easy thanks
Well organised event – quality speakers – face to face contact and networking opportunity to talk with other people and regulators and officials.